Private Bank Service Specialist III (Banking)

Location: Birmingham, AL, United States; office-based

Company

hirify.global provides private banking, trust, investment management, and other financial services.

What you will do

• Support high-net-worth clients and one or more Wealth Advisors with daily relationship servicing.
• Establish, maintain, and process accurate account and client documentation.
• Research, analyze, and resolve complex account and support issues.
• Provide information about accounts, disburse funds when appropriate, and advise clients on banking products and services.
• Identify, assess, and manage operational risk while following policies and procedures.
• Support special projects, train and mentor service specialists, and prepare reports and correspondence.

Requirements

• High school diploma, GED, or equivalent education.
• At least two years of customer service experience in banking or wealth and investment financial services.
• Notary public qualification.
• Microsoft suite proficiency when supporting a Wealth Advisor role.
• Strong interpersonal, organizational, written, and verbal communication skills with attention to detail.
• Must be currently authorized to work full-time in the United States; immigration sponsorship is not available.

Nice to have

• Bachelor's degree.
• Administrative experience in the financial services industry.
• Strong knowledge of Huntington applications.
• Ability to work independently in a fast-paced environment with strict deadlines.

Culture & Benefits

• Office-based workplace with possible flexible arrangements for certain positions, subject to hiring-team confirmation.
• Opportunity to work across private banking, trust, and investment management practices.
• Role includes mentoring and training other service specialists.
• Tobacco-free hiring practice.